| 2/18/2025 | Sunbelt Securities Inc. | 9,321 | $445K | 0.0% | +10.0% | 0.162% | |
| 2/17/2025 | CoreCap Advisors LLC | 48,570 | $2.32M | 0.1% | -22.1% | 0.845% | |
| 2/17/2025 | Cetera Investment Advisers | 131,324 | $6.26M | 0.0% | -7.1% | 2.284% | |
| 2/17/2025 | Bank of America Corp DE | 687 | $33K | 0.0% | -56.6% | 0.012% | |
| 2/14/2025 | Jane Street Group LLC | 13,812 | $659K | 0.0% | -39.4% | 0.240% | |
| 2/14/2025 | Integrated Wealth Concepts LLC | 78,213 | $3.73M | 0.0% | +34.6% | 1.360% | |
| 2/14/2025 | MGO One Seven LLC | 4,662 | $222K | 0.0% | N/A | 0.081% | |
| 2/14/2025 | Freedom Investment Management Inc. | 12,527 | $597K | 0.0% | -23.8% | 0.218% | |
| 2/14/2025 | GeoWealth Management LLC | 1,703 | $81K | 0.0% | -27.9% | 0.030% | |
| 2/13/2025 | Raymond James Financial Inc. | 10,621 | $507K | 0.0% | N/A | 0.185% | |
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| 2/13/2025 | Envestnet Asset Management Inc. | 243,193 | $11.60M | 0.0% | -4.7% | 4.229% | |
| 2/12/2025 | JPMorgan Chase & Co. | 65,013 | $3.10M | 0.0% | -39.9% | 1.131% | |
| 2/12/2025 | Sellwood Investment Partners LLC | 17,498 | $834K | 0.4% | N/A | 0.304% | |
| 2/11/2025 | LPL Financial LLC | 92,945 | $4.43M | 0.0% | +5.3% | 1.616% | |
| 2/10/2025 | Envestnet Portfolio Solutions Inc. | 21,139 | $1.01M | 0.0% | -26.1% | 0.368% | |
| 2/7/2025 | HighTower Advisors LLC | 40,737 | $1.94M | 0.0% | +0.8% | 0.708% | |
| 2/7/2025 | Global View Capital Management LLC | 10,397 | $497K | 0.2% | N/A | 0.181% | |
| 2/6/2025 | Raymond James Financial Inc. | 10,621 | $507K | 0.0% | N/A | 0.185% | |
| 2/6/2025 | Atria Investments Inc | 8,104 | $386K | 0.0% | +25.8% | 0.141% | |
| 2/6/2025 | Assetmark Inc. | 200,964 | $9.58M | 0.0% | +8.2% | 3.495% | |
| 2/5/2025 | Heritage Oak Wealth Advisors LLC | 48,904 | $2.33M | 1.1% | N/A | 0.851% | |
| 2/4/2025 | Bank of New York Mellon Corp | 427,650 | $20.40M | 0.0% | +1.1% | 7.437% | |
| 2/4/2025 | World Equity Group Inc. | 38,145 | $1.82M | 0.4% | +765.8% | 0.663% | |
| 2/3/2025 | VisionPoint Advisory Group LLC | 1,648 | $79K | 0.0% | -23.9% | 0.029% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 14,155 | $680K | 0.0% | -41.2% | 0.246% | |
| 1/30/2025 | ShoreHaven Wealth Partners LLC | 64,880 | $3.09M | 1.5% | +19.9% | 1.128% | |
| 1/29/2025 | TFB Advisors LLC | 5,530 | $264K | 0.1% | +10.3% | 0.096% | |
| 1/24/2025 | Symphony Financial Ltd. Co. | 6,540 | $315K | 0.0% | N/A | 0.114% | |
| 1/23/2025 | Strategic Blueprint LLC | 6,727 | $321K | 0.0% | -4.6% | 0.117% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 6,906 | $329K | 0.0% | +71.5% | 0.120% | |
| 1/17/2025 | New Century Financial Group LLC | 17,067 | $818K | 0.3% | -2.5% | 0.297% | |
| 1/15/2025 | Arkadios Wealth Advisors | 5,813 | $277K | 0.0% | +12.7% | 0.101% | |
| 1/15/2025 | RPOA Advisors Inc. | 4,901,160 | $233.74M | 6.3% | +6.2% | 85.238% | |
| 12/26/2024 | JPMorgan Chase & Co. | 108,209 | $5.29M | 0.0% | +472.1% | 1.882% | |
| 11/18/2024 | Sunbelt Securities Inc. | 8,474 | $414K | 0.0% | +63.2% | 0.147% | |
| 11/15/2024 | Jane Street Group LLC | 22,776 | $1.11M | 0.0% | -65.7% | 0.396% | |
| 11/15/2024 | Integrated Wealth Concepts LLC | 58,088 | $2.84M | 0.0% | +57.0% | 1.010% | |
| 11/15/2024 | HighTower Advisors LLC | 40,423 | $1.98M | 0.0% | +82.4% | 0.703% | |
| 11/13/2024 | Freedom Investment Management Inc. | 16,445 | $803K | 0.1% | -4.7% | 0.286% | |
| 11/8/2024 | First Horizon Advisors Inc. | 613 | $30K | 0.0% | +62.2% | 0.011% | |
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| 11/1/2024 | Assetmark Inc. | 185,760 | $9.07M | 0.0% | +14.4% | 3.231% | |
| 10/31/2024 | TFB Advisors LLC | 5,014 | $245K | 0.1% | N/A | 0.087% | |
| 10/30/2024 | World Equity Group Inc. | 4,406 | $215K | 0.1% | -8.2% | 0.077% | |
| 10/25/2024 | Strategic Blueprint LLC | 7,050 | $344K | 0.0% | -9.4% | 0.123% | |
| 10/24/2024 | ShoreHaven Wealth Partners LLC | 54,095 | $2.64M | 1.3% | +250.0% | 0.941% | |
| 10/24/2024 | Arkadios Wealth Advisors | 5,158 | $252K | 0.0% | N/A | 0.090% | |
| 10/23/2024 | Legacy Capital Group California Inc. | 13,475 | $658K | 0.2% | +73.3% | 0.234% | |
| 10/19/2024 | New Century Financial Group LLC | 17,501 | $855K | 0.3% | N/A | 0.304% | |
| 10/7/2024 | RPOA Advisors Inc. | 4,612,873 | $225.34M | 6.0% | +1.0% | 80.224% | |
| 8/28/2024 | Heritage Oak Wealth Advisors LLC | 35,758 | $1.69M | 0.9% | N/A | 0.622% | |
| 8/22/2024 | Cetera Investment Advisers | 91,871 | $4.33M | 0.0% | +18.9% | 1.598% | |
| 8/16/2024 | Sunbelt Securities Inc. | 5,191 | $245K | 0.0% | +21.4% | 0.090% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 164,960 | $7.78M | 0.0% | +15.1% | 2.869% | |
| 8/8/2024 | CoreCap Advisors LLC | 65,193 | $3.08M | 0.3% | N/A | 1.134% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 4,516 | $213K | 0.0% | N/A | 0.079% | |
| 7/27/2024 | Strategic Blueprint LLC | 7,782 | $367K | 0.0% | +7.0% | 0.135% | |
| 7/26/2024 | Bank of New York Mellon Corp | 216,274 | $10.20M | 0.0% | +36.8% | 3.761% | |
| 7/24/2024 | ShoreHaven Wealth Partners LLC | 15,454 | $729K | 0.4% | -54.4% | 0.269% | |
| 7/22/2024 | Atria Wealth Solutions Inc. | 21,802 | $1.03M | 0.0% | +33.9% | 0.379% | |
| 7/22/2024 | Legacy Capital Group California Inc. | 7,776 | $367K | 0.1% | -5.9% | 0.135% | |
| 7/19/2024 | World Equity Group Inc. | 4,799 | $226K | 0.1% | N/A | 0.083% | |
| 7/16/2024 | Envestnet Portfolio Solutions Inc. | 26,189 | $1.24M | 0.0% | +33.1% | 0.455% | |
| 7/13/2024 | RPOA Advisors Inc. | 4,567,060 | $215.43M | 6.1% | +0.6% | 79.427% | |
| 5/24/2024 | Cetera Investment Advisers | 77,261 | $3.68M | 0.0% | +34.7% | 1.344% | |
| 5/16/2024 | Jane Street Group LLC | 81,511 | $3.89M | 0.0% | +1.3% | 1.418% | |
| 5/8/2024 | Legacy Capital Group California Inc. | 8,266 | $394K | 0.1% | N/A | 0.144% | |
| 5/6/2024 | Envestnet Portfolio Solutions Inc. | 19,675 | $938K | 0.0% | +15.5% | 0.342% | |
| 5/4/2024 | Geneos Wealth Management Inc. | 4,560 | $217K | 0.0% | +180.6% | 0.079% | |
| 4/24/2024 | Fulcrum Equity Management | 10,257 | $489K | 0.6% | -20.5% | 0.174% | |
| 4/23/2024 | Strategic Blueprint LLC | 7,271 | $347K | 0.0% | +16.0% | 0.123% | |
| 4/15/2024 | Elevated Capital Advisors LLC | 4,767 | $227K | 0.1% | N/A | 0.195% | |
| 2/9/2024 | Assetmark Inc. | 31,300 | $1.48M | 0.0% | N/A | 1.278% | |
| 2/7/2024 | Envestnet Portfolio Solutions Inc. | 17,039 | $807K | 0.0% | N/A | 0.695% | |
| 2/7/2024 | VisionPoint Advisory Group LLC | 2,689 | $127K | 0.0% | N/A | 0.110% | |
| 2/7/2024 | Principal Securities Inc. | 842 | $40K | 0.0% | N/A | 0.034% | |
| 2/6/2024 | ShoreHaven Wealth Partners LLC | 36,188 | $1.71M | 1.0% | -65.6% | 1.477% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 14,010 | $666K | 0.0% | N/A | 0.572% | |
| 1/26/2024 | Keener Financial Planning LLC | 895 | $42K | 0.0% | N/A | 0.037% | |
| 1/25/2024 | Strategic Blueprint LLC | 6,270 | $297K | 0.0% | N/A | 0.256% | |
| 1/22/2024 | Wright Fund Management LLC | 22,000 | $1.04M | 0.1% | -68.8% | 0.898% | |
| 1/19/2024 | Fulcrum Equity Management | 12,909 | $611K | 0.8% | N/A | 0.527% | |
| 1/17/2024 | Family Investment Center Inc. | 4,371 | $207K | 0.1% | N/A | 0.178% | |
| 1/16/2024 | CoreCap Advisors LLC | 30,714 | $1.46M | 0.1% | N/A | 1.254% | |
| 11/15/2023 | Integrated Wealth Concepts LLC | 150,220 | $6.84M | 0.1% | +48.1% | 6.131% | |
| 11/13/2023 | Wright Fund Management LLC | 70,600 | $3.21M | 0.1% | +41.2% | 2.882% | |
| 10/24/2023 | Bank of New York Mellon Corp | 240,901 | $10.96M | 0.0% | -1.5% | 9.833% | |
| 10/24/2023 | ShoreHaven Wealth Partners LLC | 105,296 | $4.79M | 3.3% | N/A | 4.298% | |
| 10/12/2023 | IFP Advisors Inc | 5,441 | $248K | 0.0% | -13.1% | 0.222% | |
| 8/21/2023 | VisionPoint Advisory Group LLC | 3,861 | $179K | 0.1% | N/A | 0.158% | |
| 8/14/2023 | Eqis Capital Management Inc. | 39,078 | $1.82M | 0.2% | N/A | 1.595% | |
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| 8/10/2023 | Cetera Advisors LLC | 8,480 | $394K | 0.0% | N/A | 0.346% | |
| 8/10/2023 | Cetera Advisor Networks LLC | 28,117 | $1.31M | 0.0% | N/A | 1.148% | |
| 8/10/2023 | Cetera Investment Advisers | 120,219 | $5.59M | 0.0% | N/A | 4.907% | |
| 8/9/2023 | Banque Cantonale Vaudoise | 1,250 | $58K | 0.0% | +29.8% | 0.051% | |
| 8/4/2023 | Envestnet Asset Management Inc. | 227,326 | $10.57M | 0.0% | N/A | 3.444% | |
| 8/4/2023 | IFP Advisors Inc | 6,258 | $313K | 0.0% | +33.7% | 0.095% | |
| 8/3/2023 | Atria Wealth Solutions Inc. | 27,350 | $1.27M | 0.0% | N/A | 0.414% | |
| 8/3/2023 | Bank of New York Mellon Corp | 244,489 | $11.36M | 0.0% | +15.2% | 3.704% | |
| 7/31/2023 | LPL Financial LLC | 53,009 | $2.46M | 0.0% | +40.4% | 0.803% | |
| 7/31/2023 | Wright Fund Management LLC | 50,000 | $2.32M | 0.1% | N/A | 0.758% | |
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